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| Name: |
PIERSHALE FINANCIAL GROUP, INC. |
| City: |
CRYSTAL LAKE |
| State: |
IL |
| Zip: |
60014 |
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| Holdings
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42 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHX |
Schwab Strategic Trust |
2 |
- |
$61.28 |
$15,999,000 |
305,493 |
10.19% |
15,984,000 |
305,193 |
0.011 |
Closed - End Fund - Debt |
|
|
QQQ |
Invesco QQQ Trust Series I |
4 |
- |
$440.06 |
$6,646,000 |
17,991 |
4.23% |
6,627,000 |
17,932 |
0.004 |
Closed - End Fund - Debt |
|
|
SCHV |
Schwab Strategic Trust |
6 |
- |
$73.98 |
$6,255,000 |
93,239 |
3.99% |
6,248,000 |
93,139 |
0.072 |
Closed - End Fund - Debt |
|
|
AAPL |
Apple Inc |
8 |
- |
$182.74 |
$1,798,000 |
9,271 |
1.15% |
298,000 |
175 |
0 |
Personal Computers |
|
|
HD |
Home Depot Inc |
9 |
- |
$338.83 |
$730,000 |
2,350 |
0.47% |
41,000 |
16 |
0 |
Home Improvement Stores |
|
|
ABT |
Abbott Laboratories |
10 |
- |
$104.94 |
$557,000 |
5,105 |
0.35% |
40,000 |
2 |
0 |
Drug Manufacturers - ... |
|
|
GIS |
General Mills Inc |
11 |
- |
$69.53 |
$421,000 |
5,495 |
0.27% |
-46,000 |
33 |
0.001 |
Food - Major Diversified |
|
|
T |
AT&T Corp |
14 |
- |
$17.11 |
$275,000 |
17,219 |
0.18% |
-56,000 |
17 |
0 |
Long Distance Carriers |
|
|
PG |
Procter & Gamble Co |
15 |
- |
$165.07 |
$242,000 |
1,595 |
0.15% |
6,000 |
6 |
0 |
Cleaning Products |
|
|
PEP |
Pepsico Inc |
16 |
- |
$177.41 |
$228,000 |
1,231 |
0.15% |
4,000 |
5 |
0 |
Beverage Soft Drinks... |
|
|
DRI |
Darden Restaurants Inc |
17 |
- |
$147.98 |
$187,000 |
1,117 |
0.12% |
15,000 |
8 |
0.001 |
Restaurants |
|
|
WMT |
Wal-Mart Stores Inc |
18 |
- |
$60.24 |
$177,000 |
1,124 |
0.11% |
12,000 |
6 |
0 |
Discount, Variety Stores |
|
|
ABBV |
Abbvie Inc. |
21 |
- |
$160.45 |
$131,000 |
971 |
0.08% |
-23,000 |
4 |
0 |
Drug Manufacturers - ... |
|
|
YUM |
YUM! Brands Inc |
24 |
- |
$134.34 |
$122,000 |
883 |
0.08% |
6,000 |
3 |
0 |
Restaurants |
|
|
ABR |
Arbor Realty Trust Inc |
27 |
- |
$13.50 |
$81,000 |
5,478 |
0.05% |
20,000 |
175 |
0.004 |
REIT - Diversified |
|
|
SWKS |
Skyworks Solutions Inc |
30 |
- |
$93.24 |
$70,000 |
636 |
0.04% |
-5,000 |
3 |
0 |
Semiconductor - Integ... |
|
|
ITW |
Illinois Tool Works Inc |
31 |
- |
$247.40 |
$68,000 |
270 |
0.04% |
5,000 |
10 |
0 |
Diversified Machinery |
|
|
AVK |
Advent Claymore Convertible... |
32 |
- |
$12.14 |
$66,000 |
5,603 |
0.04% |
3,000 |
169 |
0.028 |
Closed - End Fund - Debt |
|
|
SOXS |
Direxion Shs Etf Trdaily Se... |
41 |
- |
$3.49 |
$48,000 |
4,898 |
0.03% |
-23,000 |
550 |
0.122 |
N/A |
|
|
YUMC |
Yum China Holdings, Inc. |
42 |
- |
$37.28 |
$47,000 |
831 |
0.03% |
-6,000 |
2 |
0 |
N/A |
|
|
OKE |
ONEOK Inc |
43 |
- |
$79.14 |
$46,000 |
745 |
0.03% |
-1,000 |
11 |
0 |
Gas Utilities |
|
|
CMCSA |
Comcast Corp |
45 |
- |
$39.05 |
$44,000 |
1,067 |
0.03% |
4,000 |
2 |
0 |
CATV Systems |
|
|
ADX |
Adams Express Co |
53 |
- |
$19.55 |
$32,000 |
1,920 |
0.02% |
2,000 |
6 |
0.002 |
Closed - End Fund - Debt |
|
|
SCHD |
Schwab US Dividend Equity ETF |
59 |
- |
$78.51 |
$29,000 |
395 |
0.02% |
0 |
4 |
0 |
N/A |
|
|
ISD |
PGIM Short Duration High Yi... |
63 |
- |
$12.79 |
$26,000 |
2,069 |
0.02% |
1,000 |
52 |
0.007 |
N/A |
|
|
JRI |
Nuveen Real Asset Income & ... |
67 |
- |
$11.57 |
$24,000 |
2,077 |
0.02% |
0 |
46 |
0.02 |
N/A |
|
|
BGR |
Blackrock Global Energy & R... |
80 |
- |
$13.21 |
$19,000 |
1,538 |
0.01% |
1,000 |
24 |
0 |
Closed - End Fund - E... |
|
|
WBA |
Walgreens Boots Alliance, Inc. |
81 |
- |
$17.23 |
$18,000 |
633 |
0.01% |
-4,000 |
3 |
0 |
N/A |
|
|
IGD |
ING Global Equity Dividend ... |
84 |
- |
$5.15 |
$17,000 |
3,350 |
0.01% |
0 |
77 |
0 |
Closed - End Fund - E... |
|
|
ETB |
Eaton Vance Tax-Managed Buy... |
86 |
- |
$13.55 |
$17,000 |
1,226 |
0.01% |
1,000 |
18 |
0 |
Closed - End Fund - E... |
|
|
HQH |
H&Q Healthcare Investors |
89 |
- |
$16.85 |
$16,000 |
922 |
0.01% |
0 |
20 |
0 |
Closed - End Fund - E... |
|
|
EAD |
Evergreen Income Advantage ... |
90 |
- |
$6.63 |
$16,000 |
2,520 |
0.01% |
0 |
20 |
0 |
Closed - End Fund - Debt |
|
|
BDJ |
Blackrock Enhanced Dividend... |
91 |
- |
$8.23 |
$15,000 |
1,756 |
0.01% |
0 |
35 |
0.003 |
Closed - End Fund - E... |
|
|
HQL |
Tekla Life Sciences Investors |
107 |
- |
$13.70 |
$11,000 |
839 |
0.01% |
0 |
19 |
0 |
Closed - End Fund - E... |
|
|
PCF |
Putnam High Income Bond Fund |
142 |
- |
$6.56 |
$7,000 |
1,047 |
0% |
0 |
29 |
0 |
Closed - End Fund - Debt |
|
|
DVN |
Devon Energy Corp |
156 |
- |
$50.56 |
$6,000 |
116 |
0% |
0 |
2 |
0 |
Independent Oil & Gas |
|
|
NYCB |
New York Community Bancorp Inc |
162 |
- |
$3.58 |
$5,000 |
421 |
0% |
1,000 |
4 |
0 |
Savings & Loans |
|
|
EPD |
Enterprise Products Partner... |
181 |
- |
$28.39 |
$4,000 |
164 |
0% |
0 |
2 |
0 |
Independent Oil & Gas |
|
|
JEPI |
Jpmorgan Equity Premium Inc... |
186 |
- |
$0.00 |
$4,000 |
80 |
0% |
0 |
2 |
0 |
N/A |
|
|
PFE |
Pfizer Inc |
183 |
- |
$28.27 |
$4,000 |
112 |
0% |
-1,000 |
2 |
0 |
Drug Manufacturers - ... |
|
|
LIN |
Linde Plc |
208 |
- |
$427.71 |
$3,000 |
9 |
0% |
1,000 |
4 |
0 |
N/A |
|
|
UAN |
Cvr Partners, Lp |
214 |
- |
$0.85 |
$3,000 |
31 |
0% |
1,000 |
3 |
0 |
Agricultural & Fertil... |
|
